Was ist Scoro?
Scoro ist eine End-to-End-Projektmanagement-Lösung, die es professionellen und kreativen Dienstleistern ermöglicht, ihren gesamten Workflow von einem Ort aus zu steuern. Scoros Features umfassen Projekt- und Aufgabenmanagement, Ressourcenplanung, Angebotserstellung und Abrechnung, Berichterstattung auf Unternehmensebene und ein Echtzeit-Dashboard.
Wer verwendet Scoro?
Unternehmen, die eine Lösung benötigen, um Projekte, Zeit, Vertrieb, Finanzen und Berichterstattung an einem Ort zu verwalten.
Wo kann Scoro bereitgestellt werden?
Cloud, SaaS, webbasiert, Android (mobil), iPhone (mobil), iPad (mobil)
Scoro – Videos und Bilder
- Abrechnung & Rechnungsstellung
- Alarmfunktion / Benachrichtigungen
- Angebote / Schätzungen
- Anpassbare Felder
- Anpassbare Rechnungen
- Anpassbare Vorlagen
- Automatisierte Angebotserstellung
- Automatisierung von Geschäftsprozessen
- Berichterstattung / Analyse
- Berichterstattung / Projektverfolgung
- Berichterstattung und Statistik
- Fortschrittsverfolgung in Prozent
- Integration in die Buchhaltung
- Kommentare / Notizen
- Kundenspezifisches Branding
- Mobiler Zugriff
- Preis- und Kostenkalkulationen
- Timesheet Management
- Verfolgung der Kosten bis zur Fertigstellung
- Verfolgung von Abhängigkeiten
- Verfolgung von Interaktionen
- Werkzeuge zur Zusammenarbeit
- Zeit & Kosten Verfolgung
- Zugriffskontrollen / Berechtigungen
Alternativen für Scoro
Bewertungen über Scoro
One of very few that receive all 5 star!
Kommentare: Ready day 1 to automate our business processes, both main that bring money in and supportive , eg reminders for unpaid bills; time tracking, labor cost tracking, calendar oversight vs resource, mobile phone usage, integration with other platforms.
Very well-thought interconnected "modules" of the system: all main functions any company would need are all present. I like a lot visualization of dashboard, re-usability of filters and views, ability to click on anything you see and being redirected directly onto another part of Scoro where you can do more work in what you clicked on. Also comfortable to use with smalls screen devices as interface is restructured and you still see all your data but in an optimised screens - very handy for smartphones.
just 2 things come to my mind after extensive use for 1+ year. 1. Absence of contacts synchronization with gmail - really annoys. 2. sales pipeline does not track time when status of quote was changed, so no way to know how long did quote spend in each status, eg. time from contact to deal closed is 4 weeks, from them 1 week for quote preparation, 2 weeks for customer feedback etc.
Great tool to manage our sales process and follow internal projects
Kommentare: Scoro has an awesome onboarding & support team, I've witnessed firsthand how on top of everything they are and how easy it is to get ahold of help if I'm working on a new workflow and have a question about the best way to do it. Scoro's Dashboards are the key to my sales team's performance and I love the level of transparency we have in the team due to numerous ways to delegate and track work!
Best part of Scoro is how comprehensive it is to use it. We record every single step from capturing a lead to making an order, recording the qualifying process, thorough information about the client and their needs, communication, and every step that our team needs to do to convert the lead. Tracking communication and different initiatives allows me to track every single important KPI on my team's list and have transparency in where every team member needs to improve, helps to find concerning parts that need fixing. I love the Dashboard.
As we're a manufacturing company, we, unfortunately, can't use the invoicing part of Scoro, which is a bummer, because we lack the warehouse functionality. If we were providing services rather than products, I'd love that for us.
In Betracht gezogene Alternativen: ClickUp
Warum Scoro gewählt wurde: Salesforce has a huge price and we don't need majority of the functionality, it lacks in tracking projects, doesn't connect that part of our business to sales.
Zuvor genutzte Software: Salesforce Sales Cloud
Gründe für den Wechsel zu Scoro: Scoro has way more features and better UI.
Kommentare: First of all, it is project control and ability to see the future market potential. This tool first of all was meant to be as helping tool fore sales persons but it is also good tool for budgeting and future planning by segments and customer groups. It also helps us to keep up with our customers.
Before I found Scoro I already had experience with couple other CRM softweres and Scoro was the one which allow me to develop this CRM according to my needs. Besides my company was one of the first customers of Scoro so I was able not only see how it was in begining but also how Scoro was developing constantly to become one of the most "easy to work with" systems to improve daily sales. The most what I like about Scoro from early beggining was that it does not force You to use something standartized but allow You to organize it according Your needs and daily processes. This CRM system allows me to solve different important issues to improve my project control and sales overall. After my suggestion this CRM was implemented not only by other sister companies but also by several partners of our company and are established as really helpful tool to conduct projects and also help sales personal to improve their abilities and skills.
As a new developing system no always all my wishes can be implemented by 100% but it is sort of understandable.
Helps us improve synergy and increase productivity
The setup is easy and Scoro offers a lot of room for customization ,you can tailor it to operate in a way that works for you .Tasks assignment is well definite and there is ample room for additional notes that ensure no important data gets lost . Scoro is probably the best project management program for financial services because of how well it processes receipts .
Linking reports to our CRM leads to crashes from time to time .I am unsure if this is an issue with Scoro or us .The integration with Xero is very useful but also buggy and syncing up data takes longer than ideal . Not all the widgets can operate with each other and require tinkering .
Well designed software with excellent customer support
Kommentare: Scoro has become an integral part of the management of our customers, opportunities, jobs and reporting. The customer support is second to none. Our only issue is the cost per seat and license flexibility, making it unattractive to bring occasional users who might only use one or two features on board.
The web interface is really well designed and easy to use. Customer support is the best I have experienced from any supplier. Updates are regular with real, valuable functionality added in each update.
The custom PDF template module for Quotes, Purchase Orders and Invoices is quite limited. The phone/table app is much less useful than the web version. The cost per user is very high which discourages us from bringing our whole organisation on board.
Warum Scoro gewählt wurde: Cost of maintaining bespoke solution
Zuvor genutzte Software: Claris FileMaker
Gründe für den Wechsel zu Scoro: Project-central model, excellent quoting and pipeline management, and good task management.